Add your Data

 

Ready to build your best Org Chart ever?

When you first open your Org Chart in Pingboard, you'll see an example Org Chart with a single branch, complete with Role cards and color-coded Departments.

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Pingboard's manual construction tools help you build your Org Chart and Directory with speed, but the fastest option is to import information you already have.

Import via Sync

If you're already using another service like Google Apps or Azure Active Directory to store employee data, Pingboard can sync with any of those services to automatically create profiles for everyone in your company, build your Org Chart, and keep everything up-to-date as you make changes in those tools.

Choose a service below to get step-by-step instructions for setting up your sync:

 

Import a Spreadsheet (.CSV)

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If you need to get started without syncing, you can import a CSV file instead by using the CSV Import options on the Sync & Import page (under the Admin menu).

Sync & Import options are always available, so you can continue to update your data with new CSV files as your company grows and changes.

Learn more:Import data with a CSV

 

Build Manually

Maybe you don't have an HR system or cloud-based service – that's fine, too!

If you've already imported your data during the sign-up process, you can start building your Org Chart by clicking and dragging employees from the panel on the left onto the sample cards on your chart. For more step-by-step instructions, check our walkthrough guide below.

Learn more:Build and Edit your Org Chart

 

Next Step: Add Superpowers

Still need help? Let us know.

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